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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
901
Baystate Wealth Management
Massachusetts
$73K +$61.7K +1,314 New
MPWT
902
MassMutual Private Wealth & Trust
Connecticut
$72.4K -$6.58K -140 -9%
MFW
903
Mosaic Family Wealth
Missouri
$72K -$542K -11,529 -89%
WAM
904
Watermark Asset Management
California
$72K +$47 +1 +0.1%
GRP
905
Global Retirement Partners
California
$72K +$33.6K +716 +106%
FMB
906
Field & Main Bank
Kentucky
$72K +$65.8K +1,400 New
NCM
907
Nelson Capital Management
California
$68K +$1.13K +24 +2%
SBL
908
Sargent Bickham Lagudis
Colorado
$68K +$1.46K +31 +2%
CHC
909
City Holding Co
West Virginia
$63K
LNB
910
Ledyard National Bank
$63K
BCP
911
Blackhawk Capital Partners
Wisconsin
$63K +$58K +1,235 New
OC
912
Oakworth Capital
Alabama
$59K +$39.8K +848 +241%
KA
913
Kaizen Advisory
Illinois
$59K +$54.4K +1,157 New
AF
914
Arrow Financial
New York
$55K
MWM
915
MinichMacGregor Wealth Management
New York
$54K +$4.42K +94 +10%
TFS
916
TrustCore Financial Services
Tennessee
$53K +$48.5K +1,033 New
SQA
917
Simon Quick Advisors
New Jersey
$51K +$141 +3 +0.3%
IWP
918
Icon Wealth Partners
Texas
$51K +$46.6K +993 New
FPFS
919
First Personal Financial Services
North Carolina
$50K +$23.7K +504 +109%
MCM
920
Manchester Capital Management
Vermont
$49K
First Eagle Investment Management
921
First Eagle Investment Management
New York
$46K
RAM
922
Riggs Asset Management
Pennsylvania
$46K
BTIS
923
BB&T Investment Services
North Carolina
$46K +$18.6K +395 +76%
JG
924
Jefferies Group
New York
$44K +$39.9K +850 New
HT
925
Heritage Trust
Oklahoma
$41K